$136MM AUM | $1.1MM GDC in Exton, PA

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
Listing Age
306 days old
General
Location
Exton, PA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$1,100,000.00
# of Accounts
500
Avg Client Age
57
Overview

Financial planning and investment management firm primarily AUM fees. Interested in talking to advisors looking to sell or looking to join another firm. Also interested in acquiring or merging with a CPA practice. Cultural fit is key.

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